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You can delete documents from your account from:

  • The asset the document is assigned to

  • Or from ‘All Documents’ if it is not assigned to an asset.

From an asset:

  1. Click the ‘Documents’ tab

  2. Locate the document you wish to delete and click ‘Summary’

  3. Click Delete

Note: if this is a scanned document - it will need to be classified before you can see it on your selected discipline. When on the asset, switch to ‘Misc’ and you should the document listed.

You can classify documents quickly using the ‘Classify’ feature.

From ‘All Documents’ if it is not assigned to an asset:

  1. Hover over ‘Documents’, select ‘All Documents’

  2. Locate the file you want to delete
    Use the ‘Unallocated’ filter or ‘Advanced’ filter menu filename search to make searching easier.

  3. Click ‘Document Summary’

  4. Click Delete.

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